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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1001
1ST Source Bank
Indiana
$438K -$1.4K -32 -0.3%
RIA
1002
Realta Investment Advisors
Delaware
$438K -$49.7K -1,133 -10%
CWC
1003
Carolinas Wealth Consulting
North Carolina
$436K +$33.9K +772 +8%
BB
1004
Busey Bank
Illinois
$431K -$2.59K -59 -0.6%
AAI
1005
American Assets Inc
California
$430K – – –
FWM
1006
ForthRight Wealth Management
Georgia
$429K -$75.7K -1,726 -15%
ESB
1007
Essex Savings Bank
Connecticut
$428K -$12K -274 -3%
GIA
1008
Guyasuta Investment Advisors
Pennsylvania
$428K – – –
CFG
1009
Carr Financial Group
Massachusetts
$427K +$435K +9,924 New
CT
1010
Chicago Trust
Illinois
$425K +$192K +4,374 +79%
GC
1011
Gratus Capital
Georgia
$419K -$13.3K -303 -3%
ZCA
1012
Zeke Capital Advisors
Pennsylvania
$419K +$32.3K +737 +8%
BHBT
1013
Burke & Herbert Bank & Trust
Virginia
$416K – – –
GLA
1014
Good Life Advisors
Pennsylvania
$416K -$15.7K -357 -4%
PBO
1015
Peoples Bank (Ohio)
Ohio
$414K -$5.79K -132 -1%
CA
1016
Continuum Advisory
Idaho
$413K +$421K +9,597 New
MYIA
1017
Mount Yale Investment Advisors
Colorado
$412K +$12.1K +275 +3%
FMLI
1018
Fukoku Mutual Life Insurance
Japan
$411K +$47.9K +1,091 +13%
SAM
1019
Summit Asset Management
Tennessee
$410K +$570 +13 +0.1%
BTWM
1020
Baker Tilly Wealth Management
Wisconsin
$410K -$50.9K -1,160 -11%
ICM
1021
Islay Capital Management
Texas
$410K +$4.39K +100 +1%
NFA
1022
Northern Financial Advisors
Michigan
$409K +$417K +9,508 New
SAA
1023
Southeast Asset Advisors
Georgia
$406K +$132 +3 +0%
HW
1024
Hancock Whitney
Mississippi
$405K -$190K -4,334 -31%
WI
1025
WrapManager Inc
California
$405K -$180K -4,100 -30%
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